See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,537 | $99,020-20.7% | $86,590-9.3% | $147,584-46.8% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 15.14% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,210 | $3,132-29.5% | $2,839-22.2% | $4,876-54.7% |
| Participant deferral / active EE | $3,517 | $3,972-11.5% | $3,609-2.5% | $5,439-35.3% |
| Admin fee / account holder | $5,372 | $5,710-5.9% | $4,906+9.5% | $10,885-50.6% |